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SEC fraud case could give new life to life settlements controversy
Life Partners accused of misleading shareholders about mortality estimates; securities or not?
Fee-based advisers are warming up to VAs
Slowly but surely, fee-based and fee-only advisers are beginning to warm up to variable annuities.
Focusing on ‘yield chasing,’ Finra issues watch list
In a market defined by low interest rates, investors are searching for higher returns. But brokers had…
Elderly couple: Rep told us to put our IRA into life settlements
But ex-broker refutes claim, says clients performed their own due diligence
Pru settles with 20 states over unclaimed death benefits
Agreement requires insurer to step up cross referencing to locate unpaid beneficiaries
CEO rips GOP, Dems for fiscal irresponsibility
In a speech delivered to a group of private investors on Feb. 15, Robert Rodriguez, managing partner and CEO of First Pacific Advisors, warned of ongoing market instability if the federal government doesn't make “credible and material fiscal reforms” by the end of 2013.
Biggest expense for Americans over 50? Not health care
Out-of-pocket costs on drugs and medical insurance are the second-most-costly item for older folks.
Tardy TD enters VA race
Brokerage rolling out low-cost variable annuities for RIAs; direct sales to consumers the endgame
Others retreat, but this carrier is charging into the VA business
Sammons to launch new product with large investment menu; hawking the tax benefits, not the living benefits
Campaign has Betty White pitching ‘hot’ life settlements
Actress Betty White is the celebrity pitchwoman for life settlements provider The Lifeline Program and also stars in the firm's viral YouTube video, “I'm Still Hot.”
White’s "hot’ pitch
Betty White, America's favorite Golden Girl and star of TV's “Hot in Cleveland,” is now hot on life…
Insurer-owned indie B-Ds going the way of VHS?
Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on
Life settlement notes turn out to be killer for Tex reps
Pair of brokers in Lone Star state suspended for selling bogus promissory notes from now-defunct National Life Settlements; 'We were fooled'
NAIFA’s Robert Miller pushes for compromise on fiduciary issue
Robert Miller isn't a typical member of the National Association of Insurance and Financial Advisors
New Allianz Life boss won’t tinker with controversial distribution model
Indexed annuity program rewarding big Allianz sellers with exclusive products here to stay
How Mesirow used worker incentives to promote wellness
When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.
Insurance companies take a step back
IN THE 1990s, global insurance companies snatched up independent broker-dealers in a buying spree that reshaped the industry.
Former E*Trade CEO leads management buyout of Jefferson
Jefferson National, creator of the flat-fee variable annuity, hopes to step up its distribution among fee-based advisers following…
New York Life splits life insurance, investment operations
Annuities to be slotted under the latter; retirement income boss Chris Blunt to oversee insurance
Why hanging on to your older fixed annuity is a solid bet
Older fixed annuities, ones that hold 3% guaranteed minimum rates, are looking pretty attractive right now
